Filed October 20, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID. INVEST INSTIT. OPER. CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $36,125 |
FID INV INST OPS CO2+ years Filed as: FID. INVEST. INSTIT. OPER. CO LLC Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,679 | $45,000+257.1% | $143,801+11.7% | $77,906+106.2% |
| Participation rate | 74.1% | 66.8%+7.2pp | 80.3%-6.2pp | 73.7%+0.4pp |
| Annual return | -16.16% | 29.03%-45.2pp | -0.04%-16.1pp | 12.16%-28.3pp |
| Employer contribution / active EE | $13,633 | $1,870+629.2% | $4,952+175.3% | $2,846+379.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $24 | $98-75.1% | $14,680-99.8% | $133-81.6% |